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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 7 -12.50%
of those in investment advisory functions 5
Registration SEC, Approved, 04/19/2002
AUM* 371,809,094 9.74%
of that, discretionary 83,820,787 23.48%
Private Fund GAV* 75,600,179 6.57%
Avg Account Size 20,656,061 15.84%
% High Net Worth 94.44% -0.31%
SMA’s Yes
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

476M 408M 340M 272M 204M 136M 68M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$75,600,179

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Brochure Summary